Migrate from Real Estate CRM Software to Nutshell

Real Estate CRM Software person records map to Nutshell People. The primary company association becomes a CompanyId lookup in Nutshell. All standard fields (name, email, phone) transfer directly. Real estate-specific fields (license number, agent ID) migrate as custom fields on the People record.

Brokerage and company records in Real Estate CRM Software map 1:1 to Nutshell Companies. Parent-child company hierarchies in the source map to Nutshell's parent_company_id field. Address, industry, and revenue fields carry over as standard Company fields. Multiple offices per brokerage split into separate Company records if the source supports that model.

Real Estate CRM Software records without an explicit lifecycle status migrate to Nutshell Leads with a default status of 'New' unless the source record has a meaningful status field. Real estate-specific lead source fields (Zillow, Realtor.com, website form) map to Nutshell's custom lead source fields. If the source treats all records as contacts, unqualified records split into Nutshell Leads.

Real Estate CRM Software deals map to Nutshell Deals. Each deal in the source with a stage, amount, and close date transfers as a Nutshell Deal with the same name, monetary amount, and stage. Multiple source pipelines require either a Pipeline_Name__c custom field or stage remapping into a single Nutshell pipeline stage set.

Real Estate CRM Software property records have no native equivalent in Nutshell. We create custom fields on the People record (Current_Property_Address__c, Property_Type__c, Listing_Status__c, MLS_Number__c) and on the Deal record (Property_Address__c, Offer_Amount__c, Inspection_Date__c) to capture property data. The property-to-contact association is preserved by linking the deal to the same People record that holds the property custom fields.

Real Estate CRM Software activity history — calls, emails, meetings, and notes — migrates to Nutshell Activities with original timestamps, owners, and parent-record links preserved. Real estate-specific activity types like Showing and Offer_Submitted map to custom Nutshell Activity records with type labels so they appear in the activity feed alongside standard call and email types.

Real Estate CRM Software file attachments (listing photos, contracts, disclosures, CMA PDFs) re-upload to Nutshell Files. Each file attaches to its source record (People, Company, or Deal). File size limits are enforced — files exceeding Nutshell's 25MB per-file limit are flagged for manual chunking or alternative delivery. Inline images in notes are downloaded and rehosted.

Real Estate CRM Software agent profiles map to Nutshell user accounts by email match. If an agent in the source has no matching Nutshell user email, they are created as a People record with a Agent_ID__c custom field for reference and flagged for admin review. Agent-specific custom fields (license number, MLS ID) carry over as custom fields on the People record.

Real Estate CRM Software lead source tracking (Zillow, Realtor.com, referrals, website) has no native Nutshell equivalent. We create a Lead_Source__c custom pick-list field on the Nutshell Lead object with values matching the source taxonomy. If the source tracks UTM parameters or campaign names, those migrate as a secondary text field.

Real Estate CRM Software tasks and reminders migrate to Nutshell Tasks with original due dates, assignees, and completion status. Follow-up tasks tied to specific deals or contacts carry the same parent-record link in Nutshell. Overdue tasks in the source are recreated with the same due date so the team can prioritize them after cutover.

Real Estate CRM Software pipeline stages (Inquiry, Showing Scheduled, Offer Made, Under Contract, Closed) map to Nutshell Deal stages value-by-value. If the source uses probability weights per stage, those are stored as a Stage_Probability__c custom field on the Deal object since Nutshell stages have their own probability settings. Teams with multiple source pipelines consolidate stage sets in Nutshell or use a Pipeline_Name__c custom field to distinguish them.

Real Estate CRM Software custom objects — beyond the standard set — require custom field creation in Nutshell on the most relevant standard object. A Showing custom object, for example, maps to a set of custom fields on the Deal record (Showing_Date__c, Showing_Feedback__c, Showing_Agent__c) plus a Meeting activity record. We surface all custom object relationships in the migration plan before the full run.